Michael J. Kerr

AC WEALTH PARTNERS

BERWYN, PA 19312

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CRD#: 4429037

Professional summary

Michael John Kerr, who also goes by Mitch Kerr, is a registered financial advisor currently at AC WEALTH PARTNERS located in Berwyn, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitch Kerr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Kerr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 24, 2024 - Present

AC WEALTH PARTNERS

Office #1: 1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312

RIA

CRD#: 326708

BERWYN, PA

Past

January 17, 2023 - March 14, 2024

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

Berwyn, PA

Past

January 10, 2022 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Berwyn, PA

Past

October 19, 2020 - December 31, 2021

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

BERWYN, PA

Past

May 4, 2018 - October 16, 2020

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

May 4, 2018 - March 14, 2024

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

September 1, 2015 - May 8, 2018

TD PRIVATE CLIENT WEALTH LLC

RIA

CRD#: 164484

Haddon Township, NJ

Past

August 5, 2015 - May 8, 2018

TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484

Haddon Township, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AC WEALTH PARTNERS

AC WEALTH PARTNERS | ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA

Registered Investment Advisory firm - (5/22/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/27/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2015

General Securities Representative Examination

Current Firm

AC WEALTH PARTNERS

AC WEALTH PARTNERS | ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA

Registered Investment Advisory firm - (5/22/2023 Approved)

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Contact information

Main Address

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312

Mailing Address

Phone number

+1 (800) 461-3205

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATEGENOS BROCHURE, JANUARY 2026 (1/2/2026)

ATEGENOS BROCHURE - WRAP PROGRAM, JANUARY 2026 (1/2/2026)

Regulatory assets under management

Total Number of Accounts	1,758
AUM (Assets Under Management)	$ 466,434,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Kerr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Kerr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

TD PRIVATE CLIENT WEALTH LLC

TD PRIVATE CLIENT WEALTH LLC

Primary Firm SEC Registration

AC WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2015

Current Firm

AC WEALTH PARTNERS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AC WEALTH PARTNERS

TRUST BUT VERIFY

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